How big is Fieldstone Leadership Network's plan?

Fieldstone Leadership Network's plan reported $429K in assets and 2 participants for 2024.

Original filing (PDF)20250604155911NAL0019433792001

Fieldstone Leadership Network

Name: Fieldstone Leadership Network — Fieldstone Leadershi, Form 5500 (2024)
Creator: Fieldstone Leadership Network
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fieldstone Leadership Network 403(b) Plan

403(b) retirement plan · Fieldstone Leadership Network's Fieldstone Leadership Network 403(b) Plan held $429K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$429K

Net assets (EOY)

$429K

People on this filing

Daniel Kennedy signed Fieldstone Leadership Network's 2024 Form 5500 as plan administrator.

Daniel Kennedy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fieldstone Leadership Network's EIN is 33-0103025.

EIN 33-0103025

Plan number 001

Plan year 2024

ACK ID 20250604155911NAL0019433792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fieldstone Leadership Network from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fieldstone Leadership Network's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIELDSTONE LEADERSHIP NETWORK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

FIELDSTONE LEADERSHIP NETWORK

EIN

all filings

Address

14 CORPORATE PLAZA #200 · NEWPORT BEACH, CA · 92660

Phone

(949) 759-5833

Industry

Other Services (ex. Public Admin)

Plan administrator